美股详情

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芯片概念

2,020.32

+37.291.88%

涨家数：9

跌家数：1

平家数：1

市盈率：- -

高：2,028.74

开：1,983.91

低：1,983.91

收：1,983.03

成交量：3.01亿

成交额：633.63亿

市值：7.93万亿

流通市值：7.85万亿

数据加载中...

总览新闻资讯

苹果一季度Mac出货量同比增长9% 市场份额达9.5%

前苹果工程师推出“Button”AI硬件可一键唤醒AI功能

苹果将关闭美国首家成立工会的零售店

环球市场播报

苹果升级Pixelmator Pro：新增iPhone 17设计模型、优化SVG导出兼容性

淘宝闪购率先推出“外卖接力”新模式；萌友智能ropet完成A轮超千万美元融资｜未来商业早参

每日经济新闻

交易日-停火令股市走高

美光科技(MU)股票4月9日收盘上涨3.68%：关键驱动因素揭晓

TradingKey中文

Happy Horse-1.0确系阿里研发，将于近期正式发布

闪迪(SNDK)盘初震荡上扬超5% 瑞银指三寡头格局下DRAM将持续供不应求

英特尔总市值突破3000亿美元股价创5年新高

每日经济新闻

阿里年入上千亿、百度400亿，互联网大厂如何靠AI赚钱？

狂揽30亿元融资，千寻智能凭什么让马云和雷军同时下注

阿里千问、DeepSeek齐出手国产大模型“升级”Agent能力

每日经济新闻

Jefferies下调阿里巴巴目标价指AI用户获取成本高企挤压利润率

环球市场播报

英特尔与谷歌扩大合作，加倍努力开发人工智能 CPU

SiFive 获 Atreides 和 Nvidia 4 亿美元投资，开发数据中心芯片技术

【美股盘前】霍尔木兹海峡航道受阻，美股期指盘前全线下跌，PCE 数据成市场生死线

TradingKey中文

“AI牛市叙事”再获真金白银背书! Meta豪掷210亿美元携手CoreWeave(CRWV.US)抢跑英伟达Rubin时代

背景资料-从 OpenAI 到英伟达，随着需求激增，企业纷纷将数十亿资金投入人工智能基础设施

京城花问③丨被誉为“花中神仙”的海棠，怎么还和木瓜有关？

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R1，但结果并不理想。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8sCaK6flMZF","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["IE00BDRTCR15.USD","LU1571399168.USD","LU2471134952.CNY","LU1261432733.SGD","SG9999001424.SGD","LU1003077747.HKD","LU2023250843.SGD","LU2360032135.SGD","IE00BFSS7M15.SGD","LU0545039389.USD","IE0004445239.USD","LU0149725797.USD","IE0004086264.USD","LU1989772840.SGD","BK4592","IE00BN8TJ469.HKD","LU2381873111.SGD","LU0080751232.USD","LU0868494617.USD","BK4501","IE000SO60NU8.SGD","LU1720051017.SGD","AMZN","LU0528227936.USD","BK4534","LU2360106780.USD","SG9999015978.USD","LU0444971666.USD","LU2430703095.HKD","LU2361044949.HKD","LU1551013425.SGD","LU2242650005.HKD","LU0170899867.USD","LU0096362180.USD","LU0316494557.USD","MSFT","SG9999014880.SGD","LU0353189763.USD","SG9999002224.SGD","LU1989764664.SGD","LU1280957306.USD","LU0708995401.HKD","IE00BJLML261.HKD","HK0000306685.HKD","BK4574","LU2552382132.HKD","IE000WAW04H5.SGD","LU2430703178.SGD","IE00B775H168.HKD","LU0210536198.USD","LU0795875169.SGD","HK0000914660.USD","LU1066051811.HKD","LU2237443622.USD","BK4550","LU2237443382.USD","LU0784383803.USD","LU1242518857.USD","LU2746668974.SGD","BK4576","LU2065171311.SGD","LU0354030438.USD","IE00BK4W5M84.HKD","BK4581","SG9999014906.USD","LU0057025933.USD","LU2023251221.USD","LU2458330169.SGD","IE00BJTD4N35.SGD","LU1852331112.SGD","IE000F7OJYX1.SGD","IE00B19Z8W00.USD","LU0256863811.USD","LU1674673691.USD","IE000YTNTUN2.SGD","IE00BJJMRY28.SGD","LU1935043023.USD","IE0004091025.USD","LU1267930730.SGD","LU2756315318.SGD","HK0000320223.HKD","IE00BLSP4239.USD","LU1206713676.USD","LU2250418816.HKD","IE00B1BXHZ80.USD","LU2361045086.USD","LU2028103732.USD","LU2471134879.HKD","LU1935042991.SGD","BK4579","LU2242649171.HKD","LU2237443895.HKD","LU2420271590.USD","LU0267386448.USD","IE00BWXC8680.SGD","LU1291159041.SGD","IE0000B7K699.USD","LU2505996681.GBP","LU0353189680.USD","LU0795875086.SGD","BK4170","IE00B775SV38.USD","IE000MB6IJN5.SGD","BK4588","LU0738911758.USD","LU2746668461.USD","LU1935042215.USD","SG9999014542.SGD","BK4512","LU1815333072.USD","LU1989772923.USD","LU2860962120.EUR","LU1127390331.HKD","IE000KEQY171.SGD","LU2247934214.USD","LU2505996509.AUD","SG9999014559.SGD","IE00BKVL7J92.USD","LU2462157665.USD","IE0034235295.USD","AAPL","LU0323591593.USD","IE00BJJMRX11.SGD","LU0957808578.USD","IE00BDCRKT87.USD","IE00B1XK9C88.USD","IE00B3S45H60.SGD","LU1232071149.USD","NVDA","LU0109392836.USD","LU1934455277.USD","LU2125154778.USD","LU2237443465.HKD","LU0787776722.HKD","LU1629891620.HKD","IE0009356076.USD","LU1791710582.SGD","LU2191332357.HKD","LU0784385840.USD","BK4553","LU1935043536.SGD","GB00BDT5M118.USD","LU0823421333.USD","LU1119994496.HKD","SG9999018857.SGD","IE00B3SWFQ91.USD","SG9999014575.USD","LU0949170772.SGD","LU1674673428.USD","LU2065169927.USD","IE00B5949003.HKD","IE00B4JS1V06.HKD","LU0868494708.USD","LU0553294199.USD","LU2125154935.USD","SG9999014914.USD","LU0494093205.USD","IE0034235303.USD","LU2213496289.HKD","BK4585","IE00BBT3K403.USD","IE00BZ1G4Q59.USD","LU0345770993.USD","LU2417539215.USD","LU0289961442.SGD","LU0788109477.HKD","LU2133065610.SGD","LU1823568750.SGD","IE00BK4W5L77.USD","LU2430703251.USD","LU1642822529.SGD","LU2357305700.SGD","LU1814569148.SGD","BK4559","BK4573","AAPD","LU0472753341.HKD","LU0965509010.AUD","LU1582986359.USD","SG9999015986.USD","LU0882574139.USD","LU0251132253.USD","LU2271345857.HKD","LU0203201768.USD","LU0820561818.USD","LU0964807845.USD","LU0444973449.USD","LU2168564495.EUR","LU1066051498.USD","IE0001KFT4U8.USD","AAPW","LU1868837136.USD","LU0061474960.USD","LU0786609619.USD","LU1778281490.HKD","LU2750360641.GBP","TSLA","IE00BJTD4V19.USD","LU0265550946.USD","LU0234570918.USD","LU0511384066.AUD","LU1815336760.USD","LU0097036916.USD","LU2089284900.SGD","LU1244550494.USD","BK4532","LU0234572021.USD","LU2896262040.SGD","LU2168564065.EUR","SG9999000418.SGD","LU0048584097.USD","LU1316542783.SGD","LU2750360997.AUD","LU0069063385.USD","SG9999017495.SGD","LU0077335932.USD","LU0345769128.USD","LU0726765562.USD","LU1496350502.SGD","LU1145028129.USD","LU2168564222.USD","LU2456880835.USD","APLY","LU0289739343.SGD","LU0942090050.USD","LU2111349929.HKD","LU1551013342.USD","LU0011850046.USD","SG9999015945.SGD","LU0154236417.USD","LU1116320737.USD","IE00B19Z8X17.USD","LU1582987597.SGD","LU0238689110.USD","LU0082616367.USD","BK4566","IE00BKDWB100.SGD","IE00BFSS8Q28.SGD","LU1496350171.SGD","LU1582987324.SGD","BK4575","LU0820561909.HKD","MACW.SI","LU2347655073.USD","LU1935042488.USD","LU0354030511.USD","LU2471134523.USD","LU1244550221.USD","LU2087625088.SGD","LU0198837287.USD","LU1917777945.USD","LU2487616109.SGD","LU0345770308.USD","LU2097344357.USD","LU0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Hynix、三星、美光）格局，供应端缺乏足够的\"竞争性扩产\"动力来平抑需求冲击，价格上行压力将更加持久。","market":"us","thumbnail":"https://static.szfiu.com/news/20250107/ZWJkNDM0ZDIxZGI0MmM2OTU5ZmFmYmIzNDdlN2ZlMTM1NjQzNTM3NDg=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZWJkNDM0ZDIxZGI0MmM2OTU5ZmFmYmIzNDdlN2ZlMTM1NjQzNTM3NDg=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"94dc3312071d10e82b9a83759c1f8209","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"298997","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4534","IE00B19Z3581.USD","IE00B19Z3B42.SGD","LU1863844665.USD","LU2543165471.USD","LU1852331112.SGD","LU2211815571.USD","BK4579","LU2931357623.SGD","LU0109392836.USD","LU2048586759.USD","BK4527","LU1316542783.SGD","LU2089985449.USD","SNXX","LU0719512351.SGD","BK4575","BK4532","BK4543","LU2054465674.USD","BK4553","LU2360106780.USD","SNDK","LU0054578231.USD","IE0034235071.USD","MULL","IE0002270589.USD","BK4585","BK4605","GB00BDT5M118.USD","LU0056508442.USD","LU0889566641.SGD","BK4554","LU0963586101.USD","LU2458330169.SGD","LU0792757196.USD","LU1267930813.SGD","MUU","LU1829250122.USD","BK4118","BK4566","LU0157215616.USD","LU0127658192.USD","LU1323610961.USD","LU1863844749.USD","LU0203345920.USD","LU0274383776.USD","LU0154236417.USD","LU0889565833.HKD","LU1366333091.USD","IE0009356076.USD","BK4588","IE00B7SZLL34.SGD","LU2250418816.HKD","BK4141","LU0642271901.SGD","MUD","BK4170","LU1803068979.SGD","LU2286300806.USD","LU0082616367.USD","LU2458330243.SGD","LU3187612489.SGD","IE00B5949003.HKD","BK4533","LU0081259029.USD","BK4512","LU0203347892.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626338571","title":"英特尔总市值突破3000亿美元 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21:39","pubTimestamp":1775741961,"startTime":"0","endTime":"0","summary":"近期国产大模型动作频频。4月2日，阿里发布千问新一代大语言模型Qwen3.6-Plus。4月8日，DeepSeek（深度求索）上线专家模式，这是DeepSeek走红以来首次在产品端引入模式分层设计。此前3月份，DeepSeek释放了和Agent（智能体）相关的多个岗位招聘需求。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604093699937211.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604093699937211.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK4503","LU0553294199.USD","LU0106959298.USD","LU1051769294.HKD","LU0348816934.USD","09988","LU0918141705.HKD","BK4531","LU0821914370.USD","BK4614","BK4534","BK4587","LU1242518931.SGD","BK4575","LU1003077747.HKD","LU1051768304.USD","BK4585","LU1046421795.USD","LU1823568750.SGD","LU1688375341.USD","BK4535","BK4565","BK4554","BK4581","LU0949170772.SGD","BABA","LU1267930227.SGD","LU1008478684.HKD","LU0047713382.USD","BBYY","BK4524","ALBmain","BK4543","BK4558","LU0651947912.USD","LU0545039389.USD","LU0880133367.SGD","LU0251143458.SGD","LU0456842615.SGD","LU0501845795.SGD","BK4526","BABO","LU2148611432.USD","LU0328353924.USD","BK4579","BK4538","LU0072462343.USD","LU1769817096.USD","LU1152091754.HKD","LU0128525689.USD","BK4502","BK4220","LU1235294995.USD","LU1880383366.USD","LU0918141887.USD","BK4122","BK4588","BK4505","LU1242518857.USD","BK4548","LU1048596156.SGD","BABW","LU0651946864.USD","LU0067412154.USD","LU0072913022.USD","LU0661504455.SGD","BK4527","BABX","LU0738911758.USD","IE00BF5LJ272.USD","LU0052756011.USD","LU0797268264.HKD","LU1048588211.SGD","BK4504","KBAB","LU1515016050.SGD","LU1282648689.USD","BABU","BK4533","IE00BFMHRM44.USD","LU1152091168.USD","LU1046422090.SGD","BK4607","IE00B0JY6N72.USD","LU0979878070.USD","LU0348814723.USD","LU1105468828.SGD","LU1769817179.HKD","LU2226246903.HKD","LU0310800965.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626180139","title":"Jefferies下调阿里巴巴目标价 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21:20","pubTimestamp":1775740800,"startTime":"0","endTime":"0","summary":"券商Jefferies将阿里巴巴美国存托股票的目标价从212美元下调至185美元，同时维持“买入”评级。　　该券商表示，为通义千问AI助手增加的市场营销支出，以及包含零售和非核心业务的“所有其他”板块补贴增加，可能会给短期盈利带来压力。　　Jefferies确实指出，即时配送业务的亏损可能在3月季度收窄，并在2027财年减半。　　该机构还肯定了阿里巴巴“可灵”文生视频AI工具的成功推出。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-09/doc-inhtxkat5720468.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4503","LU0553294199.USD","LU0106959298.USD","LU1051769294.HKD","LU0348816934.USD","09988","LU0918141705.HKD","BK4531","LU0821914370.USD","BK4614","BK4534","BK4587","LU1242518931.SGD","BK4575","LU1003077747.HKD","LU1051768304.USD","BK4585","LU1046421795.USD","LU1823568750.SGD","LU1688375341.USD","BK4535","BK4565","BK4554","BK4581","LU0949170772.SGD","BABA","LU1267930227.SGD","LU1008478684.HKD","LU0047713382.USD","BBYY","BK4524","BK4543","BK4558","LU0651947912.USD","LU0545039389.USD","LU0880133367.SGD","LU0251143458.SGD","LU0456842615.SGD","LU0501845795.SGD","BK4526","BABO","LU2148611432.USD","LU0328353924.USD","BK4579","BK4538","LU0072462343.USD","LU1769817096.USD","LU1152091754.HKD","LU0128525689.USD","BK4502","BK4220","LU1235294995.USD","LU1880383366.USD","LU0918141887.USD","BK4122","BK4588","BK4505","LU1242518857.USD","BK4550","BK4548","LU1048596156.SGD","BABW","LU0651946864.USD","LU0067412154.USD","LU0072913022.USD","LU0661504455.SGD","BK4527","BABX","LU0738911758.USD","IE00BF5LJ272.USD","LU0052756011.USD","LU0797268264.HKD","LU1048588211.SGD","BK4504","KBAB","LU1515016050.SGD","LU1282648689.USD","BABU","BK4533","IE00BFMHRM44.USD","LU1152091168.USD","LU1046422090.SGD","BK4607","IE00B0JY6N72.USD","LU0979878070.USD","LU0348814723.USD","LU1105468828.SGD","LU1769817179.HKD","LU2226246903.HKD","LU0310800965.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626187610","title":"英特尔与谷歌扩大合作，加倍努力开发人工智能 CPU","url":"https://stock-news.laohu8.com/highlight/detail?id=2626187610","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626187610?lang=zh_cn&edition=fundamental","pubTime":"2026-04-09 21:00","pubTimestamp":1775739645,"startTime":"0","endTime":"0","summary":"路透4月9日 - 英特尔和谷歌扩大了合作关系，以推进以人工智能为重点的中央处理器的使用，并开发定制基础设施处理器，因为人工智能的使用转变推动了对传统计算芯片的新需求。企业越来越多地从使用人工智能来训练模型转向部署模型，从而推动了对旨在处理繁重工作负载的通用 CPU 芯片的需求。英特尔和谷歌还将扩大定制基础设施处理单元的共同开发，这些处理单元可以处理传统上由CPU管理的任务，从而实现更高效的计算。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6fcec28d09fb572743a0cb6e6226a6f7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260409:nL4T40S12Y:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1923622614.USD","LU1201861165.SGD","LU0158827781.USD","LU0128525929.USD","LU0553294199.USD","LU2168564495.EUR","LU2756315664.SGD","GOOW","IE00B19Z9505.USD","IE00BZ1G4Q59.USD","LU1868837300.USD","LU2089284900.SGD","LU0310800965.SGD","LU2471134796.USD","IE00B7SZLL34.SGD","LU0784383803.USD","LU2750360641.GBP","LU0256863811.USD","IE00BKDWB100.SGD","LU2602419157.SGD","BK4598","LU2054465674.USD","BK4554","LU1551013342.USD","LU0476273544.USD","LU1244550221.USD","LU1064131342.USD","LU0820562030.AUD","LU1861220033.SGD","LU0267386448.USD","LU1429558221.USD","LU1116320901.HKD","LU2098885051.SGD","LU0061474705.USD","IE00BMPRXN33.USD","LU1366192091.USD","LU2097344357.USD","LU2746668974.SGD","LU2404859667.USD","LU2265009873.SGD","BK4585","GOOY","LU2077746001.SGD","LU0130517989.USD","LU2290526834.HKD","IE00BDCRKT87.USD","LU1032955483.USD","CRSH","LU2381873111.SGD","07766","LU1506573853.SGD","LU1059921491.USD","LU1989772840.SGD","LU2746668461.USD","LU1400636491.USD","LU0353189680.USD","LU2750360997.AUD","LU1868836914.USD","LU1674673691.USD","TSLG","BK4574","LU2168563687.JPY","LU0321505439.SGD","LU0348723411.USD","LU2244417387.USD","LU0683600562.USD","LU2417539215.USD","LU0823434583.USD","LU1720051108.HKD","IE00BQXX3C00.GBP","LU0494093205.USD","LU2213496289.HKD","LU2430703178.SGD","LU1778281490.HKD","LU0274383776.USD","LINT","LU2242649171.HKD","LU2065171311.SGD","LU0052756011.USD","LU2087625088.SGD","LU0302445910.USD","TSLQ","BK4573","LU2505996681.GBP","LU2471134952.CNY","SG9999018857.SGD","LU1868837136.USD","IE00BSNM7G36.USD","LU1815336760.USD","BK4602","LU2065170008.USD","INTW","LU0128525689.USD","LU0080751232.USD","LU0006061336.USD","IE00BK4W5M84.HKD","LU0444973449.USD","LU2125154935.USD","LU0170899867.USD","LU1974910355.USD","GGLS","LU0154236417.USD","IE00BWXC8680.SGD","LU2065169927.USD","SG9999014898.SGD","LU1235294995.USD","LU1316542783.SGD","LU0310799852.SGD","LU2896262040.SGD","BK4532","TSLY","LU2023250504.SGD","GGLL","LU2089283258.USD","LU1585245621.USD","LU2065171402.SGD","IE00BKVL7J92.USD","GOU","LU0276348264.USD","LU0048573561.USD","LU1202635105.USD","SGXZ81514606.USD","LU1084165304.USD","LU0061475181.USD","LU1803068623.USD","LU1496350502.SGD","LU0149725797.USD","LU0689472784.USD","LU0477156797.USD","IE000MB6IJN5.SGD","LU0823421333.USD","BK4099","LU2360107168.USD","LU0792757196.USD","LU0868494708.USD","SGXZ99366536.SGD","HK0000304797.USD","IE00B1BXHZ80.USD","LU0345769631.USD","LU0784384876.USD","LU1267930490.SGD","TSLW","LU0466842654.USD","IE00BKPKM429.USD","LU0345768740.USD","LU1668664300.SGD","TSLL","IE00BFMHRM44.USD","IE00BJTD4V19.USD","LU0345769128.USD","LU2275660780.HKD","LU2430703095.HKD","LU0211328371.USD","LU1880398554.USD","LU0889566641.SGD","LU0823414478.USD","LU0106831901.USD","LU1880398471.USD","LU1989764748.USD","LU1244550494.USD","BK4184","TSL","BK4527","LU0157215616.USD","LU0316494557.USD","TEST","TLA","LU2023250330.USD","LU2236285917.USD","LU0208291251.USD","LU1989772923.USD","BK4135","LU1303367103.USD","LU0496365809.HKD","LU0210536198.USD","LU0310800379.SGD","IE0004086264.USD","TESL","LU0323591593.USD","LU1861558580.USD","BK4141","LU0124676726.USD","BK4511","LU0985320562.USD","BK4550","LU0708994859.HKD","IE00B775SV38.USD","TSLP","BK4503","LU0784385170.HKD","LU1914381329.SGD","LU0314104364.USD","LU0949170772.SGD","LU0640476718.USD","IE000F7OJYX1.SGD","LU2250418816.HKD","LU0353189763.USD","IE0000B7K699.USD","LU2125154778.USD","LU2543165471.USD","LU2430703251.USD","LU2326559502.SGD","BK4538","LU2264538146.SGD","LU2168564149.EUR","LU1718418525.SGD","IE00BBT3K403.USD","LU1633808545.USD","LU1868836757.USD","IE000WAW04H5.SGD","LU0130518102.USD","SG9999015978.USD","LU0957791311.USD","LU0056508442.USD","LU0211326755.USD","LU1267930813.SGD","LU2089985449.USD","IE00B19Z3B42.SGD","LU0265550359.USD","LU1066051498.USD","LU1670628061.USD","LU0943347566.SGD","LU0719512351.SGD","BK4543","SG9999014906.USD","LU0345768153.USD","LU1791710582.SGD","BK4516","LU1496350171.SGD","LU0289960550.SGD","LU0203347892.USD","LU2148611432.USD","LU0444971666.USD","LU2592432038.USD","LU2168564222.USD","LU0345774631.USD","LU0345770993.USD","IE00BQXX3D17.EUR","IE00BHPRN162.USD","LU1629891620.HKD","LU0648001328.SGD","LU0784385840.USD","LU1221951046.USD","LU1935042488.USD","LU1323610961.USD","LU2357305700.SGD","BK4561","LU2028103732.USD","LU1720051017.SGD","LU2860962120.EUR","LU0976567544.SGD","LU0048584097.USD","LU1116320737.USD","LU2111349929.HKD","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Platforms供应人工智能算力基础设施的最新协议扩大至高达210亿美元，此举是在两家公司于9月达成的142亿美元云算力协议基础之上的新签署协议。最新动态消息公布之后，CoreWeave股价周四盘前一度大幅上涨超过8%。Meta股价盘前则上涨约2%。“AI牛市叙事”在地缘政治局势显著降温的背景下，势必再度掀起巨浪。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"bb7d7538152689ba12580bedc0176154","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1426744.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1242518857.USD","LU1814569148.SGD","BK4529","LU0061475181.USD","LU0472753341.HKD","BK4512","LU1267930730.SGD","LU2097344431.USD","LU2456880835.USD","IE00B1XK9C88.USD","LU1791710400.SGD","LU2860962120.EUR","LU2471134952.CNY","LU2433249047.HKD","SG9999014898.SGD","HK0000320223.HKD","LU2322448791.USD","MUU","LU2473716301.USD","NVDG","IE0005OL40V9.USD","LU1116320737.USD","LU2463028550.USD","LU0211327993.USD","LU0158827781.USD","LU0124676726.USD","LU0823434740.USD","LU1839511570.USD","LU2487616109.SGD","LU1988902786.USD","LU0006306889.USD","LU1037948541.HKD","LU2249611893.SGD","LU0265550946.USD","IE00BQXX3D17.EUR","IE00BDRTCR15.USD","LU2471134523.USD","IE00B5949003.HKD","LU1242518931.SGD","LU2250418816.HKD","LU1923622614.USD","LU0210536198.USD","LU2552382058.USD","LU0528227936.USD","LU1400636491.USD","LU0061474705.USD","BK4585","LU1316542783.SGD","LU1989764748.USD","LU0053666078.USD","IE000YTNTUN2.SGD","LU2264538146.SGD","NVD","LU1868837300.USD","LU0072462426.USD","LU0266013472.USD","LU0211328371.USD","LU1935042991.SGD","LU0444973449.USD","BK4534","BK4579","LU2413666426.HKD","LU2360107168.USD","LU1066051498.USD","LU0786609619.USD","LU0353189680.USD","LU0345770308.USD","BK4549","AMZN","LU1992135472.HKD","LU1551013425.SGD","BK4535","BK4503","SG9999014575.USD","LU1261432733.SGD","LU0310800379.SGD","LU0234570918.USD","LU1400636657.SGD","LU0081259029.USD","LU2403377893.USD","LU0107464264.USD","LU1267930813.SGD","IE00BDCRKT87.USD","SG9999014906.USD","BK4588","IE00BD6J9T35.USD","LU0203202063.USD","LU2381873111.SGD","LU2077746001.SGD","LU0082616367.USD","LU1623119135.USD","LU0096362180.USD","LU1642822529.SGD","LU1935043536.SGD","LU1861127337.USD","IE00B7SZLL34.SGD","IE00BN29S564.USD","BK4532","LU0708995401.HKD","BK4605","NVDD","IE00B1BXHZ80.USD","LU1989764664.SGD","BK4612","SG9999015341.SGD","IE0001KFT4U8.USD","LU2089985449.USD","LU0077335932.USD","LU0868494617.USD","LU0354030438.USD","IE00BKDWB100.SGD","LU2505996509.AUD","LU0642271901.SGD","LU0882574139.USD","LU0238689110.USD","LU1670756490.USD","LU2089283258.USD","CRWU","LU0323591593.USD","LU2506951792.HKD","IE00BYXW3230.USD","LU0342679015.USD","LU0964807845.USD","LU0127658192.USD","LU2491049909.HKD","LU1366192091.USD","IE0034235303.USD","LU1803068979.SGD","NVDY","LU1914381329.SGD","BK4553","LU2247934214.USD","BK4567","LU2191332357.HKD","IE00BHPRN162.USD","LU0353189763.USD","LU0861579265.USD","SG9999018857.SGD","CRWV","BK4116","BK4566","LU1983260115.SGD","LU0057025933.USD","LU1712237335.SGD","BK4527","LU2168563687.JPY","LU2168564065.EUR","LU1366333091.USD","LU1145028129.USD","LU1674673691.USD","LU0106261372.USD","LU1935042488.USD","LU0345768153.USD","LU1551013342.USD","LU0276348264.USD","LU0868494708.USD","LU1064131342.USD","LU1674673428.USD","LU0823414551.USD","LU2023250504.SGD","MULL","LU1069344957.HKD","LU1992135399.USD","LU2471134879.HKD","BK4551","BK4547","LU2430703178.SGD","SG9999018865.SGD","LU0225283273.USD","SG9999001424.SGD","NVDL","LU0345769128.USD","LU2746668974.SGD","LU2092627202.USD","BK4592","BK4608","LU2028103732.USD","LU2237438978.USD","IE0004086264.USD","IE00BJTD4N35.SGD","LU1917777945.USD","LU0466842654.USD","2NVD.UK","LU1935042215.USD","LU0965508806.USD","LU2361045086.USD","SG9999015358.SGD","LU0943347566.SGD","LU0265550359.USD","IE00B19Z9505.USD","LU1861220033.SGD","NVDS","CORD","LU2063271972.USD","LU0079474960.USD","SG9999002232.USD","IE00BQXX3F31.USD","LU1868836757.USD","IE00BMPRXR70.SGD","IE000ITXATA3.USD","NVDW","SG9999015945.SGD","LU1691799644.USD","IE00BWXC8680.SGD","LU2294711713.HKD","HK0000306685.HKD","LU1821325948.USD","LU1267930573.SGD","LU2430703251.USD","LU2458330169.SGD","LU1244550577.SGD","LU2552382132.HKD","LU2750360641.GBP","LU1923622291.USD","LU0689626769.HKD","LU2087621335.USD","LU0354030511.USD","LU0957791311.USD","LU0965509010.AUD","HK0000320264.USD","IE00B7KXQ091.USD","NVDS.UK","LU0069063385.USD","HK0000304797.USD","TSLA","LU0820561818.USD","LU2602419157.SGD","LU2746668461.USD","BK4550","LU2111349929.HKD","BK4543","LU0096364046.USD","LU0390134368.USD","NVDU","LU0965509101.SGD","LU0157215616.USD","LU1267930490.SGD","LU1645745479.HKD","LU2097344357.USD","LU1720051017.SGD","LU2462157665.USD","LU2272731782.SGD","LU1791710582.SGD","BK4614","LU0820562030.AUD","LU0494093205.USD","LU0251132253.USD","IE0034235295.USD","LU2213496289.HKD","LU1037948897.HKD","LU0792757196.USD","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OpenAI 到英伟达，随着需求激增，企业纷纷将数十亿资金投入人工智能基础设施","url":"https://stock-news.laohu8.com/highlight/detail?id=2626186184","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626186184?lang=zh_cn&edition=fundamental","pubTime":"2026-04-09 20:12","pubTimestamp":1775736741,"startTime":"0","endTime":"0","summary":"背景资料-从 OpenAI 到英伟达，随着需求激增，企业纷纷将数十亿资金投入人工智能基础设施新增 CoreWeave 与 Meta 的合作伙伴关系。英伟达与 OpenAI 英伟达将向 OpenAI 投资高达 1000 亿美元 ，并为其提供数据中心芯片，该交易将使芯片制造商获得 OpenAI 的财务股份。OpenAI 已经是英伟达的重要客户。该项目由美国总统**特朗普**于1月宣布，他表示这些公司将投资高达 5,000 亿美元，为人工智能基础设施提供资金。该公司还将与 **英伟达** 合作改进芯片和人工智能模型，以提高性能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37684715aaf54a73b9fe52ee56a263cc","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260409:nL4S40S106:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1066051498.USD","ORCU","LU2242650005.HKD","BK4548","IE00BZ199S13.USD","LU1674673691.USD","BK4532","LU1974910355.USD","AMD","LU0240877869.USD","AMDD","LU0912757837.SGD","LU0211326755.USD","LU1366333091.USD","LU0130517989.USD","LU0203201768.USD","BK4205","LU0345770308.USD","SG9999014575.USD","IE00B1BXHZ80.USD","GB00B4LPDJ14.GBP","LU2065171402.SGD","LU2746668461.USD","LU0240878834.USD","LU0965509010.AUD","SG9999004303.SGD","SG9999002224.SGD","LU0323591593.USD","LU2148611432.USD","LU1934455863.HKD","LU0198837287.USD","GOOY","LU0106261612.USD","GOOGL","LU2764263203.CNY","LU0106261372.USD","LU1868837136.USD","LU2417539215.USD","SGXZ81514606.USD","LU0985489474.SGD","LU2168564222.USD","LU0820561818.USD","IE00BYQQ9H92.USD","LU0310799852.SGD","IE00BGHQDM52.EUR","BK4534","IE0034235188.USD","LU1064131342.USD","IE0003U64NQ7.SGD","LU1340139317.AUD","LU0477156797.USD","IE0002270589.USD","LU1429558221.USD","LU1951198990.SGD","NVIW.SI","TSL","LU0724617625.USD","LU1992135472.HKD","LU0205193047.USD","LU0757359368.USD","LU2125909247.SGD","LU1791710400.SGD","LU0128525689.USD","LU0107464264.USD","AMZW","LU2471134796.USD","LU2746668974.SGD","LU2433249047.HKD","LU0210528500.USD","LU0061474960.USD","LU2083900584.USD","BK4077","BK4577","LU2756315318.SGD","LU0048573561.USD","TSLP","IE00BDCRKT87.USD","NVDB","SG9999014906.USD","GB00BDT5M118.USD","LU0138981039.USD","IE00BWXC8680.SGD","LU1119994496.HKD","LU2357125470.USD","BK4612","LU2602419157.SGD","LU0466842654.USD","LU0251142724.SGD","LU0353189763.USD","LU0511384066.AUD","IE00B19Z9Z06.USD","LU0072461881.USD","TSLI","LU0320765489.SGD","SGXZ51526630.SGD","GGLL","LU1235294995.USD","BLK","GOOX","LU0823434740.USD","LU0879622024.SGD","LU2065171311.SGD","LU1814569148.SGD","LU0006306889.USD","LU1202635105.USD","BK4516","LU0943347566.SGD","ANV","LU0321505439.SGD","LU0347712357.USD","LU0124676726.USD","LU1674673428.USD","IE00BYXW3230.USD","LU2381873111.SGD","LU2404859741.USD","BK4023","BK4233","TSLS","LU2168564149.EUR","BK4550","ORCL","GGLS","AMZP","NVD3.UK","LU2237443978.SGD","LU2360032135.SGD","NBIL","LU0267386448.USD","IE00BDRTCR15.USD","LU0823414478.USD","LU1069344957.HKD","BK4566","LU2506951875.HKD","SG9999001440.SGD","LU2750360641.GBP","CORD","LU0731783394.SGD","LU0211331839.USD","LU1551013342.USD","AMDW","BK4574","LU1564329032.USD","IE0004091025.USD","LU0342679015.USD","IE00BKVL7J92.USD","SG9999017495.SGD","HK0000306701.USD","LU1043141123.HKD","LU1992135399.USD","LU2750360997.AUD","LU1235295455.SGD","LU0070302665.USD","AVGU","NVD","AZYY","LU0787776722.HKD","LU0861579265.USD","LU2463028550.USD","TSLO","LU0072462426.USD","LU1074936037.SGD","LU0742537680.HKD","META","LU0154236417.USD","LU2456880835.USD","MSFD","LU1861559042.SGD","LU1303367103.USD","LU1035775433.USD","BK4141","LU0175139822.USD","BK4554","IE00BJJMRX11.SGD","LU2065170008.USD","LU2098885051.SGD","LU0256863811.USD","GOOP","LU1400636574.HKD","LU0345770993.USD","NVDA","INTC","IE00BMCWC346.EUR","IE00B66KJ199.SGD","LU2213496289.HKD","GB00B4QBRK32.GBP","IE00BVYPNV92.GBP","AMZD","LU0081259029.USD","IE00BMPRXQ63.HKD","BK4525","LU0215105999.USD","LU0053666078.USD","LU0689472784.USD","LU0965509101.SGD","LU2430703095.HKD","LU0210533765.USD","LU1934455194.USD","LU1582986359.USD","LU1732800096.USD","LU0640476718.USD","LU2236285917.USD","LU2473716301.USD","LU1989772923.USD","IE00BMPRXN33.USD","LU1989763005.USD","LU2362541273.HKD","LU0234570918.USD","LU0265550946.USD","IE00BD6J9T35.USD","LU0742534661.SGD","LU1400636491.USD","LU0950373646.USD","HK0000304805.HKD","NVDX","NVDD","LU2360106780.USD","LU0950375773.USD","LU0208291251.USD","LU2355687059.USD","CWVX","BK4575","LU1720051017.SGD","BK4543","LU0477156953.USD","IE00BGHQF748.EUR","LU0772969993.USD","LU0127658192.USD","LU0320765059.SGD","IE00BYV24P56.USD","IE00BK4W5M84.HKD","LU1923622291.USD","LU0096364046.USD","LU0672654240.SGD","LU0823411888.USD","LU2023251221.USD","BK4592","LU1400636657.SGD","NVDG","LU2041044095.USD","LU1670711040.USD","LU0203347892.USD","LU1697837992.HKD","LU0957808578.USD","LU1983260115.SGD","04335","IE00B19Z9505.USD","LU1721428933.USD","LU1267930227.SGD","LU1116320901.HKD","LU1629891620.HKD","LU1989771016.USD","LU0345769128.USD","IE0034235303.USD","LU1564329628.SGD","LU2087621335.USD","LU1003077747.HKD","DIPS","LU0823421333.USD","LU2265009873.SGD","LU1645745479.HKD","SG9999002232.USD","LU1232071149.USD","LU2505996509.AUD","NVDU","AMZZ","LU0109391861.USD","LU0329931090.USD","LU0128525929.USD","LU1032466523.USD","LU2125154778.USD","I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